See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,263 | $80,968+85.6% | $96,544+55.6% | $75,163+99.9% |
| Participation rate | 78.5% | 71.8%+6.7pp | 76.0%+2.5pp | 67.2%+11.3pp |
| Annual return | 14.31% | 27.06%-12.8pp | 25.84%-11.5pp | 160.62%-146.3pp |
| Employer contribution / active EE | $2,237 | $2,282-2.0% | $2,965-24.6% | $2,670-16.2% |
| Participant deferral / active EE | $4,667 | $3,928+18.8% | $4,851-3.8% | $4,125+13.1% |
| Admin fee / account holder | $12,694 | $6,724+88.8% | $8,252+53.8% | $5,651+124.6% |